RBA Kent: AUD TWI Decline To Add Only 0.2% To CPI Level Over Few...

--Models suggest AUD TWI depreciation will add only 0.2% to CPI level over few years
--Kent reminds TWI has greater bearing on imported inflation than bilateral trade
--Rise in US interest rates not likely to have significant effect...

24 Oct 2022, 09:11 AM
Analysis: Labor Data, NAB Survey Point To Upside Risk For Inflati...

(This Analysis was first published on Thursday, October 20 at 2:26 PM as an email to premium subscribers)

By Sophia Rodrigues

--Employment Growth Slows Sharply, Participation Rate, Jobless Rate Unchanged
--Labor Data Con...

24 Oct 2022, 07:38 AM
Analysis: RBA’s Spare Capacity Comment Has Implication For Cash R...

(This Analysis was first published on Wednesday, October 19 at 4:16 PM as an email to premium subscribers)

By Sophia Rodrigues

(Sydney, October 19, 2022)—Recent labor market reports have challenged the Reserve Bank of Aus...

21 Oct 2022, 02:21 PM
RBA: 25bps Hike Argument Rested On Growth Risks, Potential For In...

--Arguments for 25bps and 50bps hike were finely balanced
--Reason for 25bps rested on growth risks and potential for inflation to “subside quickly”
--Argument for 50bps stemmed from inflation environment and risks to inf...

18 Oct 2022, 11:50 AM
RBA Bullock: Sharp Deterioration In Global Econ Environment One R...

By Sophia Rodrigues

(Sydney, October 18, 2022)—A sharp deterioration in international economic environment was one of the reasons the Reserve Bank of Australia decided a smaller cash rate increase of 25 basis was warranted in Octob...

18 Oct 2022, 11:37 AM
Insight: RBA’s Language Clearly Suggests 25bps Was Not A Pivot

(This article was first published on Friday, October 14 at 1:15 PM as an email to premium subscribers)

By Sophia Rodrigues

(Sydney, October 14, 2022)—If pivot means the Reserve Bank of Australia will not go back to raisin...

18 Oct 2022, 08:41 AM